Generate template driven Invoices, review Un-Billed / WIP, Integrate with your accounting software, view client billing history with support for T&M, fixed-fee, milestone, and expense billing.
Create templates to adjust the invoice formatting, header & footers, show P.O. number, billing address, billing contact, sales person, employee, and options to provide subtotals where and as needed.
Provides support for generating timesheet invoices, as well as the flexibility to create ad-hoc placement and miscellaneous invoices.
Review last six months of Invoice and Un-Billed totals, take action on unbilled with a single click.
Internal integration with Job orders, time keeping and Expense. External integration with Quickbooks and Dynamics Business Central with support of dimensions.
Sync payments from your integrated accounting software and map to invoices.
Drill down to A/R by customer and view historical payments and adjustments.
Easily take action and control spending with detailed reporting, dashboards, and analytics at your fingertips.
Select who approves (Client, PM or Manager) to define the approval workflows for timesheets and Expenses.
Generate PDF's with time data and merge approval attachments.
Automatic validations of timesheet entries minimize errors for common and specific business requirements.
Make timely submissions and approvals with alerts and notifications.
We love ProWizard and how swiftly we can get things done while using the software.
We truly value our partnership and are always impressed by your quick assistance. Your customer service consistently exceeds expectations.
We really appreciate the all-in-one solution that ProWizard offers—from CRM to payroll transfer, plus the flexibility of customized forms for onboarding.